EWM
Evermay Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6K | Sell |
1,382
-406
| -23% | -$21K | 0.01% | 296 |
|
|
2025
Q1 | $107K | Sell |
1,788
-1
| -0.1% | -$60 | 0.01% | 254 |
|
|
2024
Q4 | $114K | Hold |
1,789
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $132K | Sell |
1,789
-56
| -3% | -$4.14K | 0.02% | 239 |
|
|
2024
Q2 | $117K | Sell |
1,845
-15
| -0.8% | -$949 | 0.02% | 252 |
|
|
2024
Q1 | $130K | Sell |
1,860
-6
| -0.3% | -$420 | 0.02% | 245 |
|
|
2023
Q4 | $122K | Sell |
1,866
-809
| -30% | -$52.7K | 0.02% | 225 |
|
|
2023
Q3 | $171K | Hold |
2,675
| – | – | 0.04% | 179 |
|
|
2023
Q2 | $205K | Hold |
2,675
| – | – | 0.04% | 172 |
|
|
2023
Q1 | $229K | Hold |
2,675
| – | – | 0.05% | 159 |
|
|
2022
Q4 | $224K | Hold |
2,675
| – | – | 0.05% | 159 |
|
|
2022
Q3 | $205K | Hold |
2,675
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $202K | Hold |
2,675
| – | – | 0.04% | 158 |
|
|
2022
Q1 | $181K | Sell |
2,675
-2,000
| -43% | -$135K | 0.03% | 200 |
|
|
2021
Q4 | $315K | Sell |
4,675
-1,240
| -21% | -$83.6K | 0.06% | 134 |
|
|
2021
Q3 | $354K | Sell |
5,915
-600
| -9% | -$35.9K | 0.07% | 116 |
|
|
2021
Q2 | $397K | Sell |
6,515
-83
| -1% | -$5.06K | 0.07% | 113 |
|
|
2021
Q1 | $405K | Sell |
6,598
-66
| -1% | -$4.05K | 0.08% | 111 |
|
|
2020
Q4 | $392K | Hold |
6,664
| – | – | 0.09% | 108 |
|
|
2020
Q3 | $411K | Sell |
6,664
-68
| -1% | -$4.19K | 0.1% | 97 |
|
|
2020
Q2 | $415K | Buy |
6,732
+600
| +10% | +$37K | 0.11% | 87 |
|
|
2020
Q1 | $324K | Hold |
6,132
| – | – | 0.1% | 96 |
|
|
2019
Q4 | $328K | Buy |
6,132
+815
| +15% | +$43.6K | 0.08% | 117 |
|
|
2019
Q3 | $293K | Buy |
5,317
+1,150
| +28% | +$63.4K | 0.08% | 119 |
|
|
2019
Q2 | $219K | Sell |
4,167
-333
| -7% | -$17.5K | 0.06% | 138 |
|
|
2019
Q1 | $233K | Sell |
4,500
-965
| -18% | -$50K | 0.07% | 135 |
|
|
2018
Q4 | $213K | Sell |
5,465
-303
| -5% | -$11.8K | 0.07% | 124 |
|
|
2018
Q3 | $248K | Sell |
5,768
-480
| -8% | -$20.6K | 0.08% | 121 |
|
|
2018
Q2 | $277K | Buy |
6,248
+683
| +12% | +$30.3K | 0.09% | 109 |
|
|
2018
Q1 | $251K | Sell |
5,565
-1,530
| -22% | -$69K | 0.09% | 113 |
|
|
2017
Q4 | $421K | Buy |
7,095
+376
| +6% | +$22.3K | 0.15% | 74 |
|
|
2017
Q3 | $348K | Hold |
6,719
| – | – | 0.15% | 56 |
|
|
2017
Q2 | $372K | Hold |
6,719
| – | – | 0.16% | 51 |
|
|
2017
Q1 | $396K | Buy |
6,719
+1,155
| +21% | +$68.1K | 0.18% | 49 |
|
|
2016
Q4 | $344K | Hold |
5,564
| – | – | 0.17% | 48 |
|
|
2016
Q3 | $355K | Hold |
5,564
| – | – | 0.18% | 45 |
|
|
2016
Q2 | $397K | Hold |
5,564
| – | – | 0.21% | 44 |
|
|
2016
Q1 | $352K | Sell |
5,564
-500
| -8% | -$31.6K | 0.2% | 46 |
|
|
2015
Q4 | $350K | Sell |
6,064
-1,700
| -22% | -$98.1K | 0.21% | 43 |
|
|
2015
Q3 | $436K | Hold |
7,764
| – | – | 0.26% | 36 |
|
|
2015
Q2 | $433K | Sell |
7,764
-566
| -7% | -$31.6K | 0.26% | 36 |
|
|
2015
Q1 | $471K | Sell |
8,330
-820
| -9% | -$46.4K | 0.28% | 38 |
|
|
2014
Q4 | $488K | Sell |
9,150
-868
| -9% | -$46.3K | 0.32% | 39 |
|
|
2014
Q3 | $505K | Sell |
10,018
-169
| -2% | -$8.52K | 0.43% | 35 |
|
|
2014
Q2 | $535K | Buy |
10,187
+5,017
| +97% | +$263K | 0.46% | 30 |
|
|
2014
Q1 | $268K | Buy |
+5,170
| New | +$268K | 0.29% | 56 |
|